No House member has disclosed a IVAL trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.8 | 9.3 | -7.5 | 2.9 | 2.4 | -4.8 | 6.2 | 2.7 | -3.0 | 0.5 | +15.2% | ||
| 2025 | 1.6 | 1.9 | 2.6 | 3.2 | 5.1 | 0.6 | -1.2 | 8.0 | 1.4 | 0.2 | 2.2 | 1.9 | +31.0% |
| 2024 | 2.0 | 1.5 | 4.0 | -4.7 | 3.7 | -6.5 | 0.6 | 2.1 | 0.7 | -4.2 | -0.2 | -2.5 | −4.1% |
| 2023 | 8.7 | -2.2 | 0.8 | -0.8 | -4.3 | 6.9 | 5.0 | -2.3 | -3.4 | -5.1 | 7.7 | 3.8 | +14.3% |
| 2022 | -0.8 | -0.0 | 1.6 | -6.4 | 5.3 | -14.0 | 4.7 | -3.5 | -10.8 | 8.0 | 11.6 | -10.4 | −16.7% |
| 2021 | -0.1 | 0.5 | 4.9 | 0.7 | 3.0 | -2.9 | -0.8 | -2.2 | -4.2 | 1.1 | -7.0 | 3.5 | −3.9% |
| 2020 | -5.1 | -9.8 | -17.7 | 9.1 | 6.3 | 0.4 | -1.8 | 8.2 | -3.4 | -4.4 | 10.1 | 4.6 | −7.1% |
| 2019 | 11.9 | 2.0 | -1.5 | 3.9 | -12.0 | 5.0 | -2.9 | -3.1 | 6.1 | 5.3 | 1.3 | 2.7 | +18.0% |
| 2018 | 3.2 | -2.6 | -1.7 | 0.3 | -2.9 | -3.2 | 2.2 | -2.9 | 0.6 | -10.3 | -2.6 | -7.0 | −24.4% |
| 2017 | 3.3 | 4.1 | 2.3 | 3.7 | 2.7 | -0.2 | 3.7 | 1.3 | 1.6 | 2.3 | -0.6 | 1.4 | +28.7% |
| 2016 | -6.1 | -2.6 | 6.5 | 0.4 | 0.1 | -6.6 | 8.7 | 3.3 | 0.9 | 3.9 | -1.9 | 1.5 | +7.2% |
| 2015 | 0.2 | 5.5 | -0.8 | 4.5 | 0.1 | -4.0 | -2.1 | -6.5 | -5.3 | 8.4 | -1.5 | -2.6 | −5.2% |
| 2014 | — |
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in exchange-listed companies that meet the Sub-Adviser’s definition of value (“Value Companies”). The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 undervalued international equity securities with the potential for capital appreciation.
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